How do you generate a return of more than 200 per cent from Japanese small-caps when the index is barely making 60 per cent and the main market is tumbling? By investing in the most important companies you’ve never heard of, says Praveen Kumar, manager of Baillie Gifford Shin Nippon (BGS). He is investing in Japan’s best-kept secret – a new generation of entrepreneurs poised to take business from the nation’s biggest companies.
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